# Jewish National Fund, INC. 403(b) Plan
Source: https://planprovider.pro/companies/jewish-national-fund-inc-403b-plan

> Jewish National Fund, INC.'s 403(b) plan: 237 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jewish National Fund, INC.

- **Sponsor EIN:** 131659627

- **Sponsor Address:** 42 EAST 69TH STREET, NEW YORK, NY, 10021

- **Plan Type:** 403(b)

- **Total Participants:** 237

- **Total Assets:** $46.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|237|$46.1M|$2.3M|$2.0M|

| 2023|228|$38.7M|$2.0M|$1.7M|

| 2022|205|$31.5M|$1.8M|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HARVEY G GERSTEN, CPA|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$149,269|—|—|—|—|

| 2023|$127,899|—|—|—|—|

| 2022|$120,378|—|—|—|—|

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